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Principal Street Partners’s Altria Group MO Stock Holding History

Principal Street Partners’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.39M Sell
112,036
-868
-0.8% -$55.8K 1.21% 27
2025
Q4 		$6.51M Sell
112,904
-832
-0.7% -$50.2K 1.1% 36
2025
Q3 		$7.51M Sell
113,736
-23,896
-17% -$1.51M 1.2% 16
2025
Q2 		$8.07M Buy
137,632
+11,460
+9% +$673K 0.79% 26
2025
Q1 		$7.57M Buy
126,172
+2,724
+2% +$149K 1.41% 13
2024
Q4 		$6.46M Buy
123,448
+1,331
+1% +$70.9K 1.27% 26
2024
Q3 		$6.23M Sell
122,117
-36,961
-23% -$1.87M 1.02% 28
2024
Q2 		$7.25M Sell
159,078
-229
-0.1% -$10.2K 1.3% 22
2024
Q1 		$7M Buy
159,307
+56,055
+54% +$2.32M 1.32% 27
2023
Q4 		$4.17M Sell
103,252
-6,281
-6% -$260K 1% 47
2023
Q3 		$4.61M Sell
109,533
-985
-0.9% -$43.5K 0.91% 35
2023
Q2 		$5.01M Sell
110,518
-4,023
-4% -$182K 1.19% 29
2023
Q1 		$5.11M Buy
114,541
+2,633
+2% +$121K 1.29% 34
2022
Q4 		$5.12M Sell
111,908
-3,267
-3% -$148K 1.29% 36
2022
Q3 		$4.65M Buy
115,175
+11,122
+11% +$485K 1.24% 32
2022
Q2 		$4.35M Sell
104,053
-1,325
-1% -$68.6K 1.13% 41
2022
Q1 		$5.51M Buy
105,378
+21,122
+25% +$1.08M 1.26% 28
2021
Q4 		$3.99M Sell
84,256
-10,185
-11% -$467K 0.96% 45
2021
Q3 		$4.3M Sell
94,441
-1,698
-2% -$82K 1.17% 41
2021
Q2 		$4.58M Sell
96,139
-181,233
-65% -$8.9M 1.21% 36
2021
Q1 		$14.2M Buy
277,372
+181,813
+190% +$8.15M 1.83% 11
2020
Q4 		$3.92M Sell
95,559
-9,514
-9% -$382K 1.2% 40
2020
Q3 		$4.06M Sell
105,073
-6,892
-6% -$287K 1.43% 31
2020
Q2 		$4.39M Sell
111,965
-19,459
-15% -$759K 1.64% 24
2020
Q1 		$5.08M Sell
131,424
-2,138
-2% -$94.9K 2.13% 18
2019
Q4 		$6.67M Buy
133,562
+1,645
+1% +$77.6K 1.49% 37
2019
Q3 		$5.39M Buy
131,917
+98,895
+299% +$4.55M 1.35% 39
2019
Q2 		$1.58M Sell
33,022
-62,416
-65% -$3.27M 0.87% 40
2019
Q1 		$5.55M Buy
+95,438
New +$4.88M 2.42% 11

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Principal Street Partners's MO Position: Q1 2026 in Review

Principal Street Partners reduced its Altria Group (MO) stake by 0.77% in Q1 2026, selling an estimated $55.8K and leaving 112,036 shares worth $7.39M. The position accounts for 1.21% of the portfolio, ranked #27.

Principal Street Partners first reported a position in MO in Q1 2019 and has held it in 29 quarters since. The position peaked at $14.2M in Q1 2021. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Principal Street Partners held 112,036 shares of Altria Group worth $7.39M as of Q1 2026.
  • Principal Street Partners sold 868 Altria Group shares in Q1 2026, an estimated $55.8K.
  • Altria Group made up 1.21% of Principal Street Partners's portfolio in Q1 2026, its #27 holding.
  • Principal Street Partners first reported a position in Altria Group in Q1 2019 and has held it in 29 quarters since.
  • Principal Street Partners's Altria Group position peaked at $14.2M in Q1 2021.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.